U.S. Private Bank - Private Banker - Senior Associate

JPMorgan Chase & Co. • Dallas, TX

6h

About The Position

The Private Banker Associate in the U.S. Private Bank supports a Senior Banker in managing their book of business. The role contributes to new client acquisition and retention through knowledge of investments, banking, trust services, and financial planning. Its primary goal is to enhance the client experience and help deliver comprehensive wealth management solutions.

Requirements

• Bachelor’s degree required.
• Series 7 and 66 licenses required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
• Sales or origination experience.
• Coachable professional with good business acumen.

Nice To Haves

• MBA, JD, CFA, or CFP preferred.
• Excellent communication skills.
• Strong analytical and quantitative skills.
• Ability to multitask and manage priorities effectively.
• Ability to learn proprietary software and databases and master wealth-planning software, including Planning Station modules, WA models, and MAPS/CHART as appropriate.

Responsibilities

• Provide leverage to the Senior Banker on daily client priorities.
• Support the Senior Banker during sales and ongoing client management, including reviewing and building pitch books, coordinating information, communicating with clients, and executing client needs.
• Support the Senior Banker with client hierarchy and pipeline management.
• Assist the Senior Banker in selling investment, banking, and trust services, including asset allocation for structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identifying wealth-planning opportunities.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior